Goldman Sachs: The risk of Federal Reserve independence is rising; inflation data may become a secondary factor in the market.

According to Mars Finance, citing Jinshi, Alexandra Elizondo, Global Co-Chief Investment Officer of Multi-Asset Solutions at Goldman Sachs Asset Management, stated that today's CPI data is a welcome piece of hard data. However, as the market increasingly focuses on the risks of the Federal Reserve's independence, inflation data may shift from being a primary market trigger to a background constraint. Goldman Sachs still prefers to long on risk assets, avoiding chasing short-term news headlines and instead focusing on sustainable and tradable themes.